4.3 Creating the Driver in iManager

You create the PeopleSoft driver by importing the driver’s basic configuration file and then modifying the configuration to suit your environment. After you’ve created and configured the driver, you need to start it.

4.3.1 Importing the Driver Configuration File

  1. In iManager, click Driver icon to display the Identity Manager Administration page.

  2. In the Administration list, click Import Configuration to launch the Import Configuration Wizard.

  3. Follow the wizard prompts, filling in the requested information (described below) until you reach the Summary page.

    Prompt

    Description

    Where do you want to place the new driver?

    You can add the driver to an existing driver set, or you can create a new driver set and add the driver to the new set. If you choose to create a new driver set, you are prompted to specify the name, context, and server for the driver set.

    Import a configuration into this driver set

    Use the default option, Import a configuration from the server (.XML file).

    In the Show field, select Identity Manager 3.6.1 configurations.

    In the Configurations field, select the PeopleSoft50 file.

    Driver name

    Type a name for the driver. The name must be unique within the driver set.

    Active Users Container

    Specify the name of the Organizational Unit container in the Identity Vault where Active users from PeopleSoft are placed. You can modify this parameter through a global configuration value (GCV) after installation.

    Inactive Users Container

    Specify the name of the Organizational Unit container in the Identity Vault where Inactive users from PeopleSoft are placed. You can modify this parameter through a GCV after installation.

    Active Employees Group

    Specify the name of the Group object in the Identity Vault to which Active Employee users from PeopleSoft are added. You can modify this parameter through a GCV after installation.

    Active Managers Group

    Specify the name of the Group object in the Identity Vault to which Active Manager users from PeopleSoft are added. You can modify this parameter through a GCV after installation.

    Driver is Local/Remote

    Select Local if this driver will run on the Metadirectory server without using the Remote Loader service. Select Remote if you want the driver to use the Remote Loader service, either locally on the Metadirectory server or remotely on another server.

    PeopleSoft User ID

    Specify an administrative account through which the driver can authenticate to PeopleSoft.

    Connection to PeopleSoft Server

    Specify the hostname or IP address and port number for connecting to the appropriate PeopleSoft application server. This is typically referred to as the PeopleSoft application server connection string. The default port is 9000.

    The connection string uses the following format:

    <hostname or IP address>:<Jolt Port Number>

    Example: //PSServer:9000

    To enable failover and load balancing, you can supply multiple server connection strings separated by a comma.

    Example: //PSServer:9000,//111.222.3.4:9000

    Remote Host Name and Port

    This applies only if the driver is running remotely.

    Specify the host name or IP address of the server where the driver’s Remote Loader service is running.

    Driver Password

    This applies only if the driver is running remotely.

    Specify the driver object password that is defined in the Remote Loader service. The Remote Loader requires this password to authenticate to the Metadirectory server.

    Remote Password

    This applies only if the driver is running remotely.

    Specify the Remote Loader’s password (as defined on the Remote Loader service). The Metadirectory engine (or Remote Loader shim) requires this password to authenticate to the Remote Loader

    Define Security Equivalences

    The driver requires rights to objects within the Identity Vault. The Admin user object is most often used to supply these rights. However, you might want to create a DriversUser (for example) and assign security equivalence to that user. Whatever rights that the driver needs to have on the server, the DriversUser object must have the same security rights.

    Exclude Administrative Roles

    You should exclude any administrative User objects (for example, Admin and DriversUser) from synchronization.

    When you finish providing the information required by the wizard, a Summary page, similar to the following is displayed.

    At this point, the driver is created from the basic configuration file. To ensure that the driver works the way you want it to for your environment, you must review and modify the driver’s default configuration settings.

  4. To modify the default configuration settings, click the linked driver name, then continue with the next section, Configuring the Driver.

    or

    To skip the configuration settings at this time, click Finish. When you are ready to configure the settings, continue with Configuring the Driver.

4.3.2 Configuring the Driver

After importing the driver configuration file, you need to configure the driver before it can run. You should complete the following tasks to configure the driver:

  • Ensure that the driver can authenticate to PeopleSoft: Make sure that you’ve established a PeopleSoft administrative account for the driver (see Section 4.1, Creating a PeopleSoft Account) and that the correct authentication information, including the User ID and password, is defined for the driver parameters (see Section A.1.3, Authentication).

  • Configure the driver parameters: There are many settings that can help you customize and optimize the driver. The settings are divided into categories such as Driver Configuration, Engine Control Values, and Global Configuration Values (GCVs). Although it is important for you to understand all of the settings, your first priority should be to configure the driver parameters located on the Driver Configuration page. For information about the driver parameters, see Section A.1.5, Driver Parameters.

  • Configure the driver policies and filter: Modify the driver policies and filter to implement your business policies. For instructions, see Section 6.3, Modifying Driver Policies.

  • Configure password synchronization: The basic driver configuration is set up to support password synchronization through Universal Password. If you don’t want this setup, see Configuring Password Flow in the Identity Manager 3.6.1 Password Management Guide.

After completing the configuration tasks, continue with the next section, Starting the Driver.

4.3.3 Starting the Driver

When a driver is created, it is stopped by default. To make the driver work, you must start the driver and cause events to occur. Identity Manager is an event-driven system, so after the driver is started, it won’t do anything until an event occurs.

To start the driver:

  1. If you are using the Remote Loader with the driver, make sure the Remote Loader driver instance is running. For instructions, see Starting the Remote Loader in the Identity Manager 3.6.1 Remote Loader Guide.

  2. In iManager, click to display the Identity Manager Administration page.

  3. Click Identity Manager Overview.

  4. Browse to and select the driver set object that contains the driver you want to start.

  5. Click the driver set name to access the Driver Set Overview page.

  6. Continue with Section 4.4, Activating the Driver.